Workspace Management

Workspace Management

Learn how to create, manage, and organize your workspaces for different projects and teams.

Creating a New Workspace:

1. Click on the workspace dropdown in the top-left corner
2. Select "Create New Workspace"
3. Enter a workspace name and description
4. Choose workspace settings and permissions
5. Click "Create Workspace"

Workspace Organization:

• Project Separation: Create separate workspaces for different projects
• Team Collaboration: Invite team members to specific workspaces
• Data Isolation: Keep different client data separate
• Access Control: Set different permission levels for team members

Workspace Settings:

• General Settings: Update workspace name, description, and branding
• Member Management: Add, remove, and manage team members
• Permission Levels: Set admin, editor, and viewer roles
• Data Retention: Configure how long data is kept

Best Practices:

• Use descriptive workspace names
• Set appropriate permission levels for team members
• Regularly clean up unused workspaces
• Back up important data before deleting workspaces

Proper workspace management helps you stay organized and collaborate effectively with your team.